Loan Market finance and mortgage broking courses

Certificate IV in Finance and Mortgage Broking (FNS40821)

HOT SALE – Ending soon.

Get 30% off on this course. Pay $295 instead of $421

The Certificate IV in Finance and Mortgage Broking (FNS40821) replaces the previous Certificate IV in Finance and Mortgage Broking (FNS40820) course.

Are you looking to build upon your finance expertise, or break into the asset finance or mortgage broking industry? Whatever your motivation may be, the Certificate IV in Finance and Mortgage Broking (FNS40821) course is the course for you.

In our Cert IV in Finance and Mortgage Broking course, you’ll learn about processing loans, including credit applications; identifying clients’ finance and mortgage broking needs and the relevant, necessary legislation that will ensure your work is always legally compliant. Developing and maintaining customer relationships is fundamental to this course.

There are no formal entry requirements for those looking to enrol into the Certificate IV in Finance and Mortgage Broking (FNS40821) course. There are 12 units that need to be completed in this course in order to receive the necessary qualifications.

Entry Education takes the fuss out of finance and mortgage broking training, focusing on only the most relevant, practical information needed to further your mortgage broking career. As the finance and mortgage broking training industry leaders, we take pride in our courses’ efficiency and flexibility. With us, you’ll never have to worry about deadlines or pressure. Work at your own pace, alongside our experienced, friendly tutors.

Study delivery method:

Entry Education offers the Certificate IV in Finance and Mortgage Broking as:
  • self-paced online course ($295) OR
  • 5-days online face-to-face workshop ($1,250). Gain priority trainer access, insider insights on industry entry and real-world scenarios. The workshops are held each month via Zoom. Networking opportunities and exposure to career prospects with Loan Market Group (LMG). Find out more
  • Recognition of Prior Learning (RPL) ($1,250). Reduce the required amount of written assessments and use your experience as a mortgage broker or banker to accelerate the completion of the qualification. Check your eligibility here

Ready to enrol in one of the above options? Enrol here

Don’t be fooled by just price when choosing your finance and mortgage broking education.

While Entry Education offers competitive pricing, our focus is on providing a premium service that sets us apart from cheaper alternatives. We are also recognised as industry leaders in finance and mortgage broking courses.

Invest in your real estate career with Entry Education – where affordability meets exceptional service.

Services Cheaper providers Entry Education
Marking times 7 to 10 business days (15 days) Completed courses marked between 3-5 business days
Priority marking times 5 business days 1 business day after completion of all units
Access the student portal immediately after payment No, you need to present receipt of payment to gain access manually Yes, access straight away
Course duration (completion deadline) 6 months No completion deadlines
6 Months extension fees Charge No charge
Refund options Once portal is opened no refund provided under any circumstances Within 3 days of starting 90% refund no questions asked
Technical support No Yes (after-hours support and weekends)

The course length can depend on your previous experience and knowledge in the financial sector. We allow students up to 12 months to complete. Students with prior experience and knowledge may be able to complete significantly quicker.

If you wish to work in the mortgage and finance broking industry, you’ll need to have completed the Certificate IV in Finance Mortgage Broking (FNS40821). This course contains all the information you’ll need to craft a successful career. If you’re looking to further your finance and mortgage broking career, completion of this course will provide many valuable skills that’ll benefit you in the long term.
There are no educational requirements for this course. However, you will need to complete an LLN (language, literacy, and numeracy) quiz prior to beginning the course. You’ll also need to register for a Unique Student Identifier (USI).

Reliable internet and access to a personal computer are also necessary to be able to complete this course.

The Certificate IV in Finance and Mortgage Broking (FNS40821) course comprises 12 units; seven core units and five elective units.

The seven core units to be completed are:

  • FNSFMB412 – Identify client needs and present broking options
  • FNSINC412 – Apply and maintain knowledge of financial products and services
  • BSBPEF501 – Manage personal and professional development
  • FNSCUS511 – Develop and maintain professional relationships in financial services industry
  • FNSINC411 – Conduct work according to professional practices in the financial services industry
  • FNSFMK515 – Comply with financial services regulation and industry codes of practice
  • FNSFMB411 – Prepare loan applications on behalf of clients

The five elective units have been selected by Entry Education based on relevance and local industry needs. They are as follows:

  • BSBTEC301 – Design and produce business documents
  • FNSASIC311 – Establish client relationship and analyse needs
  • BSBOPS304 – Deliver and monitor a service to customers
  • BSBPEF402 – Develop personal work priorities.
  • FNSSAM421 – Provide information on financial products and services to clients

Completion of a Cert 4 Mortgage Broking has never been easier, thanks to Entry Education. Work at your own pace, without fuss, fluff, or unworkable deadlines.

If you want to fast track the process, you can register to an online Certificate IV in Finance and Mortgage broking face-to-face workshop. Start your workshop on one of the following dates (day 1):

  • May 8
  • May 22
  • June 4
  • June 18
  • July 2

Day 1 – Working with customers to identify and present suitable lending solutions

  • FNSFMB412 – Identify client needs and present broking options
  • FNSINC412 – Apply and maintain knowledge of financial products and services

Day 2 – Prepare and submit loan submissions #1

  • FNSCUS511 – Develop and maintain professional relationships in financial services industry
  • FNSINC411 – Conduct work according to professional practices in the financial services industry
  • FNSFMB411 – Prepare loan applications on behalf of clients

Day 3 – Prepare and submit loan submissions #2

  • FNSCUS511 – Develop and maintain professional relationships in financial services industry
  • FNSINC411 – Conduct work according to professional practices in the financial services industry
  • FNSFMB411 – Prepare loan applications on behalf of clients

Day 4 – Manage loan applications

  • FNSSAM421 – Provide information on financial products and services to clients
  • FNSFMK515 – Comply with financial services regulation and industry codes of practice
  • BSBTEC301 – Design and produce business documents
  • FNSASIC311 – Establish client relationship and analyse needs

Day 5 – Manage professional skills and development

  • BSBPEF501 – Manage personal and professional development
  • BSBOPS304 – Deliver and monitor a service to customers
  • BSBPEF402 – Develop personal work priorities

If you are currently working in the industry in NSW, SA or ACT, you could complete the Certificate IV in Finance and Mortgage Broking or the Diploma of Finance and Mortgage Broking course with government funding.

Select your state to find out eligibility:
NSW – SA – ACT

Industry leading course

$421295self-paced online course
  • 30% Off on all real estate and mortgage broking courses

    Sale ending soon – Not applicable with other discounts, RPL or workshops

  • Two delivery methods to choose from: online self-paced or online workshop
  • After hours support
  • No due dates
  • Pay it in 4 interest-free instalments You can split your payment over four instalments with Afterpay
Check your eligibility to RPL here

Fast-track option for experienced mortgage brokers or bankers

If you an experienced mortgage broker or banker, you can fast-track your qualification by applying to Recognition of Prior Learning (RPL). This process uses a combination of traditional assessment and RPL.

RPL enables you to provide examples of workplace documentation that can be aligned to the course requirements and reduce the volume of assessment a new entrant would otherwise be required to complete.

By utilising the RPL option, you can reduce the required amount of written assessments and use your experience to accelerate the completion of the qualification.

Check your eligibility to RPL here
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Certificate IV in Finance and Mortgage Broking (FNS40821)

In order to complete an Entry Education course, such as the Cert IV in Finance and Mortgage Broking (FNS40821), you’ll need access to a reliable internet connection and desktop or laptop computer. All of our courses are delivered entirely online, meaning our students can work at their own pace, completing the required units around their own work schedule. All you’ll have to do is worry about the completion date you set yourself.

As the leading real estate training provider in Australia, we minimise stress and maximise efficiency within our course by delivering only the most relevant, practical information. You’ll also have complete access to our online portal 24/7, as well as a direct message system to communicate with our experienced tutors when needed.

Frequent asked questions

What support will I receive?

As an Entry Education student, you’ll have unlimited access to ongoing support throughout the duration of your course. Our direct message system lets you seek support whenever you need it, including on weekends and outside the typical 9-5 workday hours.

Entry Education works around your schedule, not the other way around. We’re with you every step of the way, giving you the platform you need to excel in real estate fields.

How long does the mortgage & financing course take to complete?

Our Cert IV Mortgage Broking course is a self-paced course, meaning there’s no deadlines or pressure. The only obligation you have is to complete your course by the dates and timings you set yourself.

Why should I choose Entry Education?

When you choose Entry Education for your Certificate IV in Finance and Mortgage Broking (FNS40821), we guarantee that:

  • there are no extra charges, hidden costs, or surprises
  • our assessments consist predominantly of multiple choice and short answer questions
  • your marking can be completed in a single business day if needed (fee applies)
  • upon completion of your course, all your assessments will be marked within 5–7 business days
  • our training courses are compliant with legislative and regulatory requirements
  • you’ll have access to the support of your own online tutor throughout the duration of your selected course
  • we’ll arm you with vital insights that’ll advance your real estate training

Is Entry Education accredited?

Entry Education is an accredited provider of real estate and finance and mortgage broking training. Our Australian finance and mortgage broking as well as real estate courses are delivered under our Registered Training Organisation (RTO 41529). We are recognised by all relevant bodies issuing real estate and property management licensing across the country.

Who will issue my certificate?

Entry Education will issue all students with their certificates, statements of attainment and transcripts of results as we’re a Registered Training Organisation (RTO 41529).

Students will receive soft copies (PDFs) of their certificate within 48 hours of completing the course. Hard copy certificates can be printed and posted to you for a fee.

“The delivery of the content is clear and precise, and the assessments are easy to navigate. My experience was successful, beneficial and enjoyable.”

Tom Carey

Certificate IV in Finance and Mortgage Broking